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Estate planning is a foundation of a sound financial plan. Finance Logix Estate Tax Planning tool evaluates client's net worth and inheritance taxes and suggests various possible strategies that facilitate increase in estate value passed to heirs.
Estate Tax Planner can be used as a stand-alone planning tool as well as integrated into the Finance Logix comprehensive planning suite of tools. Estate Tax Planner may take into account retirement needs analysis performed in the Retirement Planner as well as client's insurance policies and real estate properties specified in the Insurance Planner. It can also account for other expenses and gifts including education needs analysis performed in the Education Planner.
- Provides learning material of estate tax laws and estate reduction strategies
- Takes into account all retirement and insurance planning data
- Keeps track of beneficiaries and creates a wealth distribution schedule
- Analyzes net worth during client's lifespan
- Considers gifts, real estate, business and other properties, as well as liabilities associated with them
- Calculates estate taxes and fees according to federal and state laws
- Proposes various techniques which help to reduce estate taxes and fees
- Evaluates life insurance options as well as several types of trusts
- Promotes charitable donations and lifetime gifting
- "What If" Scenarios
- Graphical Presentation of Results
- Private labeling and customizations
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